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Using workflow statuses in Silverfin helps centralise communication, streamline preparation and review phases, and ensure an efficient handover process. Instead of relying on external emails or messages, workflow statuses keep all updates within Silverfin, improving collaboration and visibility across users.

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Why use Workflow Statuses?

Clear Communication

  • Keeps all workflow updates in Silverfin, reducing the need for emails.

Better Visibility & Efficiency

  • Quickly see whether a workflow is in preparation, under review, or completed.
  • Helps you and your team stay on top of deadlines and responsibilities.

How to manage a Workflow Status

  1. Open the workflow within the file.
  2. Click on the 'status' button.
  3. Select the appropriate status (e.g., 'Ready for first review').
  4. Add a message (optional) to inform your colleagues of the status update.
  5. The status change will appear in the company overview page and be recorded in the audit log for tracking.

Where to view Workflow Statuses

You can check the workflow status in several locations within Silverfin:

  • In the workflow working screen.
  • On the company overview page, where you can quickly see the progress of different workflows. 
Workflow statuses can be enabled by users with admin rights at the firm level.